Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Parnassus Core Equity Investor Mutual funds in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LANDIS SUPERMARKET, INC. LANDIS SUPERMARKET, INC. 401(K) PROFIT SHARING PLAN | TELFORD PA | 222 | $12.9M | $767K |
| 2 | TM PAY, INC. TM PAY, INC. 401(K) PLAN | INDEPENDENCE MO | 416 | $24.7M | $527K |
| 3 | LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN |
KNOXVILLE TN |
| 193 |
| $13.4M |
| $289K |
